Our Services

Investments Portfolio

An investment portfolio is a set of financial assets owned by an investor that may include bonds, stocks, currencies, cash and cash equivalents, and commodities. Further, it refers to a group of investments that an investor uses in order to earn a profit while making sure that capital or assets are preserved.

Portfolio investment may be divided into two main categories:

Strategic investment involves buying financial assets for their long-term growth potential or their income yield, or both, with the intention of holding onto those assets for a long time. The tactical approach requires active buying and selling activity in hopes of achieving short-term gains.

There Are Basically 6 Common Types of Portfolios.

Conservative portfolio.
preservation portfolio.
Aggressive portfolio.
Appreciation portfolio.
Income portfolio.
Socially responsible portfolio.

Insurance Portfolio

Our research and experience demonstrate that active portfolio management has a material impact on proﬁtability, something that advanced data and analytics puts within reach of more insurers and syndicates.

We seek to respond to all needs, from product design, through the subscription process, to full management of all operating and clinical processes necessary to manage a Health and Life Insurance.

Our methodology has a managed care approach, based on rigorous guidelines, developed according to the best international practices and good experience in managing large portfolios, which allows us to address an increasingly competitive market and an ever-greater demand from our customers.

Types of General Insurance – Individuals:

Motor Insurance
Travel Health Insurance
Personal Accident
Home Insurance

Retirement

Retirement planning involves determining retirement income goals and what’s needed to achieve those goals. Retirement planning includes identifying income .

Retirement planning involves organising your assets and savings into plan that will meet your goals for retirement. Taking into account your needs, time-frame and goals, we identifies and helps you to make informed decisions on a number of personalised strategies that will maximise your wealth for retirement. We can also help you with regards to Self-Managed Funds (SMF), which can give you greater flexibility, investment choice and control over your superannuation.

It can be broken down into 5 different stages, from pre-planning for retirement to being content and happy with the life you are living.

Stage 1: Pre-retirement.
Stage 2: The honeymoon phase.
Stage 3: Disenchantment.
Stage 4: Re-orientation and finding yourself.
Stage 5: Stability.

Tax Fundamental

This service involves planning under various provisions of the Indian taxation laws. Tax planning in India offers several provisions such as deductions, exemptions, contributions, and incentives. For instance, Section 80C of the Income Tax Act, 1961, offers several types of deductions on various tax-saving instruments.

The services are very helpful if you are :

A senior citizen: who wants to maintain independence and stop worrying about paper works
A busy professional: who want to focus more on the day-to-day tasks rather than worry about papers, bills, mails, and other administrative tasks
A caregiver : who is trying to help a family member and stay organised
A big family: where it is difficult to stay organised for taking care of all the documents and paper work
A student : who is busy in the studies and can’t give enough time to the administrative work

Wealth Management

We interact closely with our clients to discover their preferences, objectives, appetite for investment as well as risk. Based on these parameters, we strategize an investment approach that will ensure that clients achieve exactly what they set out to!

Following are some of the important aspects of wealth management:

Understanding Investment needs: Clarity of the investment needs should be of the utmost priority to set the direction
Products and Services: Knowing the right products and services suitable for you will enable you to take the right decision to achieve your financial goal
Advisory Services: Involving the professionals will enable you to take advantage of their professional experience and expertise
Estate Planning: Estate Planning is also a very essential part of your wealth management as it ensures and preserves wealth for a longer term

NRI Investments

We offer a convenient and hassle-free way of investing in the Indian Securities Market to NRIs who wish to participate in the Indian growth story. We guide our NRI clients at every step of their investment needs so that they have complete peace of mind about their investments in India.

Our capability to analyses relevant information in market trends, and the best-in-class investment products plays an important role in assisting our NRI clients in making the right decision.

The services are very helpful if you are :

Determination of your residential status in India
Interpretation of DTAA with a view to reduce tax liability in India
Handling of issues relating to Inheritance, Will, etc.
Compliances with respect to the Income-tax Act, 1961, Wealth-tax Act, etc.
Application for Permanent Account Number (PAN)
Filing of India Tax return
Advising suitable tax saving investments
Opening NRE,NRO and FCNR accounts
And many more NRI services

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-85726 | Date of initial registration – 10 May 2005 | Current validity of ARN – 10 May 2027